Likelihood to Recommend Where amoCRM is extremely beneficial is with sales teams needing to find a cloud platform that can be easily learned and implemented. At the high school, college and small business level it is fairly priced and easy to work with. The automated pipeline to track calls, sites visits and online chats makes it fast and quick to connect with potential customers. In a day like today where it is crucial to make sales as fast as possible, because any hesitate could result in a loss of a sale, this platform makes it pretty simple. Web forms implemented on our website really helps to connect all of our communication. I would highly recommend it as a means for small businesses to track sales, clients and data. I think as the business grows there may be software that does the sales, marketing tracking side, as well as payroll and HR services as well to not need multiple providers.
Read full review BQE CORE is well suited for a firm trying to get a better understanding of their project performance as a whole as well as better manage time and project resources. It is not the greatest for client management through a project or through invoicing, but it is do-able within the system.
Read full review Pros Easy to use interface. You can customize your lead's view to show the most important information for amoCRM users. Ready to use Integrations. You can integrate amoCRM with your virtual PBX service, end-to-end analytics service, mailing services. Rich API. You can easily export all leads from amoCRM to different services and work with this data. Customization. You can add your own fields to lead card to fit your needs. Access management. You can set up different rights for different users, so only several users can, for example, delete leads or export data. Read full review Invoice Collections within Billing is a great tool because of the ability to take notes and track contact. Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project. Dashboards are the best tool EVER! The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us. Read full review Cons Room for improvement would be that you need to manually integrate some of the apps for use. Adding information to different fields is timely, and having an auto-fill would be very useful for a lot of the text fields. Perhaps using AI platforms could help identify what content should flow where on the platform. Allow for Twitter integration. Grabbing leads from twitter is very important, using it for FB Messenger is great, but what about other platforms? Read full review Customizable Reporting Linking Project to Payment all together Assigning contacts to particular roles - such as Invoicing, Contracts, etc. Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc. Read full review Likelihood to Renew We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
Read full review Usability The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.
Read full review Reliability and Availability I can only remember a couple of times in 4 years that Core has been unavailable.
Read full review Performance This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.
Read full review Support Rating As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.
Read full review Online Training Make sure you have someone training you that fits your style of learning.
Read full review Implementation Rating It does take some time to understand the options and to find the best invoice template.
Read full review Alternatives Considered Reasons why we chose amoCRM: 1. It's customizable, we can add custom fields and processes. 2. It has a lot of ready integrations with services we use. 3. Rich API that allows building completely custom analytics based on data from CRM. 4. UI can be customized too. We show our internal users all the data they need to work with the client.
Read full review Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.
Read full review Scalability This software works on a small and large scale.
Read full review Return on Investment Positive impact is on time, the mobile app makes it easy to implement on all devices. For students, it helps to improve their communication skills. Positive, the leads you can gather all in one place makes it much more of an efficient process to track communication, so it saves time, and as a result, saves money. Negative, it seems to take up a lot of data on our mobile devices. Overall it does not have a major impact on the business, but on a mobile device it does drain the battery more than other apps do. Read full review Quick setup of new tasks under a parent project, with immediate hourly billing to it. Monitoring of details of non-chargeable efforts in appropriate detail Validation of hourly cost, billing cost, benefit cost, profitability by person and role Company tracking of write-off's included in corporate and project reporting, no data is "lost" Can track excessive work time as +PTO in lieu of pay for use as future vacation Read full review ScreenShots